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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
601
Tempus Wealth Planning
California
$874K -$40.5K -364 -4%
FFA
602
Founders Financial Alliance
North Carolina
$872K -$24.9K -224 -3%
MSFS
603
Main Street Financial Solutions
Pennsylvania
$861K -$14.3K -129 -2%
RWIA
604
Roger Wittlin Investment Advisory
California
$854K -$91.6K -824 -10%
TBT
605
Texas Bank & Trust
Texas
$854K – – –
LOWM
606
Laurel Oak Wealth Management
New Jersey
$850K +$858K +7,718 New
EFG
607
Ehrlich Financial Group
California
$848K +$856K +7,699 New
PCM
608
Prelude Capital Management
New York
$839K -$431K -3,881 -34%
CFD
609
Creative Financial Designs
Indiana
$832K -$136K -1,219 -14%
SCA
610
Snowden Capital Advisors
New York
$824K +$237K +2,135 +40%
GIA
611
Gladstone Institutional Advisory
Florida
$823K +$114K +1,027 +16%
WC
612
Whitney & Co
New York
$821K +$828K +7,450 New
HCM
613
Hollencrest Capital Management
California
$817K -$97.8K -880 -11%
MLM
614
Mount Lucas Management
Pennsylvania
$817K +$19.9K +179 +2%
CSB
615
City State Bank
Iowa
$817K – – –
OCM
616
Orleans Capital Management
Louisiana
$808K -$8.34K -75 -1%
WPC
617
White Pine Capital
Minnesota
$805K +$83.8K +754 +12%
GAMC
618
Garner Asset Management Corp
Texas
$796K +$803K +7,225 New
RBFC
619
Roman Butler Fullerton & Co
Missouri
$796K +$403K +3,628 +102%
CCP
620
Cane Capital Partners
Louisiana
$795K +$802K +7,211 New
IHL
621
Investment House LLC
California
$790K – – –
CCAL
622
City Center Advisors LLC
Michigan
$789K +$113K +1,014 +17%
HWM
623
Hohimer Wealth Management
Washington
$782K +$166K +1,497 +27%
MP
624
McDonald Partners
Ohio
$780K – – –
FGWP
625
Founders Grove Wealth Partners
Virginia
$778K +$194K +1,748 +33%
23 24
25
26 27